… When all is said and done, HPE might be a better indicator of how the GenAI boom is doing at enterprises, sovereigns, and neoclouds than is archrival Dell. server compute ai proliant hpe Enhanced Performance For Server Consolidation With Intel Xeon 6+ June 4, 2026 Compute HPE Catches Its First GenA…
Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats Last month, we did a deep dive into Cisco Systems’ third quarter fiscal 2026 numbers to get a gauge on what the AI market looks like when you strip away what the hyperscalers, cloud builders, and AI model makers are spending for … …
… AI Enterprise for AI training and inference and Rapids for data analytics are two examples of vertical software stacks built upon CUDA-X. …
… Dell’s other option was to let Hewlett Packard Enterprise, Supermicro, Lenovo, and the ODMs make all of the money and sit out the GenAI boom. …
… But the enterprise app business only grew by 16.9 percent in the quarter. …
… But the big AI model makers and probably more than a few large enterprises are going to want to get cheaper infrastructure by literally owning and running it themselves. …
… And as other enterprises embrace GenAI, Microsoft will be able to recoup its investments in a matter of years. …